Financial Services Administrator

3 weeks ago

Reading, United Kingdom Reed Insurance Full time

My client a Chartered highly successful Financial Planning firm, is actively looking to recruit a skilled Administrator with a background minimum of 6 months within the IFA Sales Support Industry.The role will involve the following requirements of a successfulindividual. This role is going to develop the successful applicant to senior administration/customer relationship manager.

General Administration
- Answering the telephone
- Ensure back-office systems are kept up to date
- Filter FP’s general information, queries, phone calls and invitations
- Open, scan, log and allocate incoming post
- Frank and deliver outgoing post to the post office
- General correspondence
- Arrange collection of recycling/shredding waste
- Dispose of confidential paper documents once actioned
- Monitor Group Admin inbox
- Write up meeting notes
- Maintain Pipedrive database
- Take part in and contribute to daily ‘huddles’
- Monday morning meeting preparation and minutes
- Other duties as directed by management

Client Servicing
- Organize existing and prospective client meetings
- Create and maintain accurate client records on the back office systems, platforms and any other IT systems
- Prepare client documentation and correspondence pre and post meetings as per business process
- Ensure action points resulting from client meetings are diarized and actioned
- Ensure that relevant service standards are delivered throughout the year
- Input new clients on back office system
- Production of portfolio valuations
- Run Attitude to Risk questionnaires
- Prepare client review documentation as per the Annual Review Process
- Support FPs in the delivery of the reviews
- Assist in implementation of agreed action points

Essential
- Experience with Microsoft Word, Excel and electronic diary management (Outlook)
- Relevant experience working within a financial planning environment
- Experience of working as an administrator/receptionist
Desirable
- Knowledge of AO (the client data management system that we use) - Advisor Office system
- Advanced knowledge of Microsoft Excel and Microsoft Word
- Knowledge of Financial Services Products
- Interest in obtaining industry relevant qualifications and developing to senior administrator/customer relationship manager

**Responsibilities**:
Fantastic opportunity for a skilled Administrator in the IFA or investment or pensions industry.

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